Kenkyo Investing

6121: Takisawa Machine Tool

Summary Over the past decade, inventory levels have greatly increased, resulting in a drag in capital efficiency. Investing in Takisawa at today’s price entails betting on management to quickly improve

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Kenkyo Investing

6479: Minebea Mitsumi

Summary Minebea Mitsumi is currently not a buy at 1,620 yen per share (5/9/2017 closing), but would be a compelling investment as 715 yen per share. Key driver for Minebea

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